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Agrifood: Skeleton in the Closet

Agrifood: Skeleton in the Closet

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Global Economic Outlook 2024-25: Soft Landing: It's a wrap?

Special effects for growth, inflation is acting up.

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China: keeping the dragon awake

With its real estate and foreign investment engines sputtering, China desperately needs new drivers of growth.

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What to Watch 26 January 2024

An early pivot for the Fed would be costly, inventory glut to reduce Red Sea bullwhip effects, and the Eurozone getting its very own soft landing

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What to Watch | 08 December 2023

The Fed’s lessons from the past, central banks on hold next week and Switzerland opens up

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Climate tech - the net zero puzzle the missing piece in

The ClimateTech industry is set to grow threefold, reaching a market size of USD650bn by 2030.

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Sector Atlas: Assessing non-payment risk across global sectors

Taking the pulse of 18 global sectors across the world

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A slow landing for China

While activity and capital markets have probably bottomed out, we expect sluggish growth ahead on the back of long-lasting structural adjustments. We cut our GDP growth forecast to +5.3% in 2023 What to watch: Peak in ECB key rates, uptick in energy prices in Q4 and companies feeling the pinch from waning demand and still-high WCR

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Is diversification dead?

In this report, we look at three options: private assets, sector and geographical diversification.

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sector financing risks
sector financing risks

Sector vulnerability to rising financing costs

Five sectors stand out as the most exposed to financing stress: transportation, construction, hospitality, commodities and automotive.

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insolvency report 2023
insolvency report 2023

No rest for the leveraged

Our Global Insolvency Index is set to jump by +21% in 2023 and +4% in 2024.

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Working capital requirements in 2022
Working capital requirements in 2022

Mind the gap: the USD30trn global liquidity gap is here to stay as payment behaviors likely to deteriorate in 2023

Global Working Capital Requirements for listed companies increased by +9 days to 72 days of turnover in 2022 – the largest annual increase since 2008.

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Corporate risk in the US and Eurozone
Corporate risk in the US and Eurozone

Double trouble? Inflation means less cash and more debt for companies

In the US and Eurozone, cash buffers are waning as working capital requirements and interest expenses rise but sectors now face differentiated risks.

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Price war for European airlines
Price war for European airlines

Price war for European airlines – Fasten your seatbelts

Cancelled flights could become the new normal in Europe as airlines strive to protect margins amid surging jet fuel prices.

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Economic and Market Outlook: Running up the hill

Global growth is entering a soft patch this year as uncertainty due to geopolitical risks remains high.

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Building sector transition in the EU
Building sector transition in the EU

The great green renovation: the buildings sector transition pathway

Buildings account for 40% of the EU's total energy consumption and 36% of energy-related greenhouse gas emissions.

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